ediscovery-custodian-questionnaire

What problem does it solve?

Legal operations managers and counsel spend hours manually drafting custodian interview questionnaires for litigation holds, regulatory investigations, and internal inquiries, often missing critical sections like privilege headers, spoliation risk questions, or role-specific data collection prompts that can compromise hold compliance or discovery quality.

Core Features & Use Cases

• Tailored questionnaire generation: Creates structured, numbered custodian interview questionnaires customized to the matter type (commercial litigation, regulatory, internal investigation) and custodian role (executive, sales operations, finance, engineering, IT, HR) to capture all relevant data sources.
• Built-in compliance guardrails: Automatically includes mandatory confidentiality and privilege headers, flags high-risk items like spoliation indicators, privileged materials, and third-party references in a separate legal-ops-only notes section, and warns if the question library is outdated.
• Use case: A legal-ops manager running a commercial litigation hold can input the structured hold scope document and custodian role to generate a complete, citation-ready questionnaire in seconds, eliminating manual drafting errors and ensuring consistent, defensible data collection.

Quick Start

Use the ediscovery-custodian-questionnaire skill to generate a draft custodian interview questionnaire by providing the legal hold scope document and the custodian's job title.